MUTUAL FUNDS

Welcome to our Website

Get Quote

+91 9051085933

info@happy2invest.in

AMFI-Registered Mutual Fund Distributor

Client Login  Inquiry Now

Page Title

Home / MUTUAL FUNDS

Mutual Funds

An industry that provides investment options in different asset classes under one umbrella considering Safety, Liquidity, and Risk parameters with better tax efficiency. Investing in mutual funds, an investor can get access to equities, bonds, money market instruments, and/or other securities that may otherwise be unavailable to them and avail of the professional fund management services offered by an asset management company.

Link Name

Following Are The Types Of Mutual Funds Which We Offer:


  • Equity Funds - Investment is in 100% equity instruments like shares of Indian Bluechip Companies in different categories of funds. Investors with a long-term view with wealth creation and high-risk appetite should consider this investment. Here are the categories of schemes under equity funds:

    • Large Cap Fund
    • Mid Cap Fund
    • Small Cap Fund
    • Multi-Cap Fund
    • Large & Midcap Fund
    • Focused Funds
    • Index Funds
    • Arbitrage Funds

  • Debt Funds - Debt is basically an interest-based instrument, low volatile in nature, available for different time periods. Basically, there are different debt products that can be substituted for our current banking needs like Current A/c, Savings a/c, RD, and Bank FD. Returns are more tax-efficient than other fixed-rate instruments. There are various types of debt instruments are available as per one need from 7 days to 7 years.
    Following are the basic criteria for debt funds. Investors with a low-risk appetites and looking for alternatives to Banking needs can go for this.

    • Up to 1 Day – Overnight Fund
    • 1 - 3 months – Liquid Fund
    • 3 – 6 months – Ultra Short Term Funds
    • 6 -12 months – Low Duration Fund
    • 1 – 3 years – Short Duration Fund
    • 4 – 7 Years – Medium to Long Duration Fund

  • Hybrid Funds - Hybrid funds are basically a mixture of Equity & Debt, comparatively low volatile than equity funds. These are the products for moderate-risk investors with less volatility and a medium-term investment horizon.
    Following different types of funds are available under these categories with equity as well as debt taxation.

    • Hybrid Equity - Balanced Funds
    • Hybrid Debt funds
    • Balanced Advantage funds

  • International Funds - We provide facility and guidance to invest in topmost companies of the world like Microsoft, Google, Apple, Amazon, Berkshire Hathaway to name a few, and want to create wealth with the international portfolio with Indian currency. Investors particularly HNIs and individuals who have large exposure in Indian equities and want to diversify their portfolio can think of this option.